Kestra Private Wealth Services LLC Increases Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Kestra Private Wealth Services LLC increased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 15.8% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 43,442 shares of the company’s stock after purchasing an additional 5,936 shares during the period. Kestra Private Wealth Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $8,609,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Assetmark Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 3.8% in the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after purchasing an additional 139,196 shares during the period. Captrust Financial Advisors boosted its stake in Vanguard Small-Cap Value ETF by 655.6% during the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after buying an additional 1,343,457 shares during the period. World Investment Advisors LLC grew its position in Vanguard Small-Cap Value ETF by 24,002.3% during the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after buying an additional 1,368,129 shares in the last quarter. LPL Financial LLC increased its stake in Vanguard Small-Cap Value ETF by 7.0% in the 3rd quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after acquiring an additional 80,279 shares during the last quarter. Finally, Aspiriant LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 42.1% in the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after acquiring an additional 362,906 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.9 %

Shares of VBR opened at $203.43 on Monday. Vanguard Small-Cap Value ETF has a 12-month low of $174.19 and a 12-month high of $219.01. The company has a market cap of $30.73 billion, a PE ratio of 11.42 and a beta of 1.09. The stock has a 50-day moving average price of $204.06 and a 200-day moving average price of $200.91.

Vanguard Small-Cap Value ETF Company Profile

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.